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CUSTOMER SUCCESS STORY

Transforming NDIS Services: Reducing Cancellations and Improving Efficiency

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Integration Systems Reduce Appointment Cancellations by 25% with NDIS
Country

Australia

Industry

Not-for-Profit Organization

Service offering

Implementation

Technology

Sales Cloud, Experience Cloud, Integration, Mobile publisher

Business Challenges

  • Mismatches between the data in the Plan and the entries in the Support Category Fund (SCF).
  • Delay in preparing work plans, influenced by the dependence on the Support Category Fund (SCF) and a limited availability of information on service history and pending services.
  • Scheduling therapy services in advance for existing clients while ensuring continuity of current services.
  • Ability to modify NDIS plan information, such as site, category, product and funding type, once services are planned based on client needs.

Solution Details

  • We have seamlessly integrated a unified system for managing National Disability Insurance Scheme (NDIS) dates, ensuring streamlined processes throughout the application for enhanced user experience.
  • Our innovative approach decouples the Support Category Fund, significantly speeding up the preparation of client work plans and enhancing operational efficiency.
  • We have enabled the scheduling of therapy services beyond standard NDIS dates, offering increased flexibility and improved service continuity for our clients.
  • Simplified the transfer and execution of appointments across disciplines with our new client-focused plan.
  • Ensuring seamless service, adapt to evolving client needs with flexibility and deliver prompt responses to meet client requirements efficiently.
  • We have introduced robust reporting functionalities that are tailored to provide insights into service history, planned services, and future services with a particular focus on enhancing therapy service management.

"Our collaboration with CRMIT on multiple projects has been nothing short of exceptional. The CRMIT team has played a pivotal role in achieving successful outcomes by closely engaging with both our business and technical teams, bringing a valuable combination of knowledge, skills, and expertise to the table, along with a human touch. Beyond being a service provider, CRMIT Solutions has evolved into a trusted salesforce partner."

Greg Carroll
Chief Information Officer
Cerebral Palsy logo

Value Delivered

  • Guaranteed uninterrupted services for clients, ensuring consistent care and support amidst plan changes.
  • Streamlined processes and optimized data quality by eliminating redundant data, paving the way for smoother operations.
  • Enhanced decision-making and efficiency, leading to improved client care and more effective resource allocation.
shorter appointment scheduling time
0 days
drop in appointment cancellations
0 %

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